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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,003 | $46,732-78.6% | $156,551-93.6% | $55,167-81.9% |
| Participation rate | 37.0% | 65.8%-28.8pp | 84.0%-47.0pp | 69.0%-32.0pp |
| Annual return | 6.39% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $140 | $2,105-93.4% | $5,501-97.5% | $1,963-92.9% |
| Participant deferral / active EE | $731 | $2,204-66.8% | $4,871-85.0% | $3,054-76.1% |
| Admin fee / account holder | $19 | $418-95.5% | $13,028-99.9% | $504-96.3% |